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PlannerPal

PlannerPal is an AI-driven platform designed to streamline financial planning tasks. It automates the creation of client meeting summaries and draft documents, enabling advisers to respond promptly and focus on high-value activities. By enhancing data capture, PlannerPal improves the effectiveness of CRM systems, facilitating efficient client management and service delivery.

Read why we invested

Initial investment stage

Pre-seed

Deal lead

Check Warner

Theme

Economic Empowerment